At Risk (this quarter)
$235K
↑ $48K vs. last week
Capacity Gap
22 pts
Story points, next sprint
Alignment Gaps
3
Open cross-team blockers
ARR at Risk
$163K
↓ $22K from last week
Pipeline Velocity
Deals closed vs. deals opened, last 6 weeks
Opened
Closed
Weighted Pipeline Trend
Q3 forecast, expected value ($M)
Current: $2.4M
Q3 target: $3.1M
Alignment Score
7.2/10
↓ 0.4 from last week
Open Blockers
3
1 new, 2 aging
Interlocks This Week
12
100% attendance rate
Decisions Pending
5
2 blocking Sprint 19
Team Alignment Heatmap · Last 6 Weeks
W13
W14
W15
W16
W17
W18
Engineering ↔ Product
9
8
6
7
9
9
Sales ↔ CS
10
9
7
5
6
7
Product ↔ Design
7
8
9
10
9
8
Engineering ↔ Data
6
4
3
6
7
8
CS ↔ Product
7
7
5
4
4
5
Finance ↔ Engineering
8
8
9
8
9
8
Open Blockers
Cross-team dependencies gating this quarter
| ID | Blocker | Owner | Aging |
|---|---|---|---|
| B-041 | Data schema alignment between Product & Data teams; delays Analytics roadmap. | Product + Data | 18d |
| B-039 | CS ↔ Product feedback loop; feature requests not making it to backlog. | Head of CS | 11d |
| B-042 | Sales enablement — new pricing model not yet reflected in enablement materials. | Sales Ops | 4d |
Interlock Cadence · Next 7 Days
Scheduled cross-team meetings I’m tracking
| When | Meeting | Teams |
|---|---|---|
| Mon 10am | Sprint Planning | Eng + Product |
| Tue 2pm | Roadmap Sync | Product + Sales |
| Wed 9am | Steerco | All Leads |
| Wed 3pm | Data Architecture Review | Eng + Data |
| Thu 11am | CS Voice-of-Customer | CS + Product |
| Fri 10am | Sprint Review | All + Sponsor |
Capacity Gap
22 pts
Next 2 sprints
Velocity (Avg 6 Sp)
58pts
↑ +8 vs Q2
Utilization
87%
Target 82–88%
WIP Items
14
2 aging >10d
Velocity · Last 6 Sprints
Committed vs. Completed points per sprint
Committed
Completed
Team Allocation · This Quarter
Sprint-point commitment by team
Platform Team7 engineers
104%
Onboarding Team5 engineers
88%
Integrations4 engineers
72%
Data & Analytics3 engineers
94%
Compliance / Sec2 engineers
61%
Aging WIP
Items in progress > 5 days
| Item | Owner | Age | Status |
|---|---|---|---|
| Data schema V2 refactor | Platform | 12d | Blocked |
| Multi-tenant auth hardening | Compliance | 11d | Review |
| API rate-limit rollout | Integrations | 7d | Open |
| Onboarding flow refactor | Onboarding | 6d | Review |
ARR at Risk
$163K
↓ $22K resolved this wk
Avg Health Score
74/100
Amber — watch
NPS (Q3)
42
+7 QoQ
Renewal Rate (TTM)
92%
Target 90%+
Account Health · Top 6 Accounts by ARR
| Account | ARR | Health | Adoption | NPS | Renewal | Owner |
|---|---|---|---|---|---|---|
| JPMorgan Chase | $1.4M | 82 · Green | 91% | 8.4 | T-180d | Wheeler |
| Northwind Health | $720K | 54 · Red | 62% | 6.1 | T-72d | Patel |
| Contoso Global | $480K | 78 · Green | 86% | 7.9 | T-210d | Chen |
| Aster Financial | $340K | 68 · Amber | 74% | 7.2 | T-138d | Rivera |
| Pinnacle Retail | $285K | 65 · Amber | 69% | 6.8 | T-96d | Kim |
| Vertex Manufacturing | $210K | 80 · Green | 88% | 8.1 | T-244d | Ortega |
Adoption Funnel · This Quarter
From signup to power-user across the portfolio
Signed upBaseline
100%
Completed onboardingFirst-value moment
87%
Weekly active users30d rolling
74%
Feature depth > 3Beyond default flow
52%
Power users> 20 actions/wk
38%
Support Ticket Trend · 90-day
Volume per week, all severities
Baseline: 82/wk
Current: 68/wk
Renewal Watchlist · Next 90 Days
| Account | Renewal Date | ARR | Risk Signal | Save Play | Status |
|---|---|---|---|---|---|
| Northwind Health | Aug 12 | $720K | Adoption plateau, champion turnover | Exec sponsor sync + adoption sprint | Active |
| Pinnacle Retail | Sep 04 | $285K | NPS drop 8→6.8, ticket spike | Health review + roadmap alignment | Review |
| Aster Financial | Sep 28 | $340K | Budget freeze signaled by CFO | ROI narrative + procurement engagement | Active |
Pending Decisions
This week · 5 open
D-041
Reallocate 22 story points from Platform to Onboarding
Recommendation: approve. Blocks Q3 launch dependency.
M. Ortega
VP Engineering
Due Jul 14
Open
D-040
Extend Northwind renewal window by 30 days
Adoption below target; CS proposing 30-day extension with weekly reviews.
S. Patel
VP Customer Success
Due Jul 12
Review
D-039
Kill legacy CSV export path
Blocked by 2 accounts; sunset requires migration playbook.
R. Chen
Head of Product
Due Jul 18
Open
D-038
Approve $48K vendor spend on data enrichment
Reduces manual triage by ~40%; ROI break-even at 90 days.
A. Kim
CFO
Due Jul 10
Approved
D-037
Consolidate two overlapping InfoSec workstreams
GRC and Compliance running parallel; propose merge under one PM.
J. Rivera
CISO
Due Jul 22
Open